--- name: 'step-04a-offer-signoff' description: 'Offer to generate signoff document after alignment acceptance with document type options' # File References nextStepFile: './step-04b-determine-business-model.md' workflowFile: '../workflow.md' --- # Step 21: Offer to Generate Signoff Document ## STEP GOAL: Offer to create a signoff document after alignment acceptance, presenting document type options and routing to the correct path. ## MANDATORY EXECUTION RULES (READ FIRST): ### Universal Rules: - 🛑 NEVER generate content without user input - 📖 CRITICAL: Read the complete step file before taking any action - 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read - 📋 YOU ARE A FACILITATOR, not a content generator - ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}` ### Role Reinforcement: - ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment - ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role - ✅ We engage in collaborative dialogue, not command-response - ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge - ✅ Maintain a supportive and clarifying tone throughout ### Step-Specific Rules: - 🎯 Focus only on offering signoff document options and routing - 🚫 FORBIDDEN to force signoff creation - user can skip - 💬 Approach: Present clear options, explain each document type - 📋 Route to contract path (step-04b) for external, or internal signoff path (step-06a) ## EXECUTION PROTOCOLS: - 🎯 Present signoff document type options - 💾 Record user's choice for routing - 📖 Reference the accepted alignment document - 🚫 Do not begin building signoff content yet ## CONTEXT BOUNDARIES: - Available context: Accepted alignment document - Focus: Signoff document type selection - Limits: Selection only - do not build content yet - Dependencies: Alignment document must be accepted (step-03d) ## Sequence of Instructions (Do not deviate, skip, or optimize) ### 1. Offer Signoff Document Options **After the alignment document is accepted by stakeholders**, offer to create a signoff document: "Great! The alignment document has been accepted and everyone is aligned on the idea, why, what, how, budget, and commitment. Now let's secure this commitment with a signoff document. This will formalize what everyone has agreed to and ensure everyone stays committed to making this project happen. **What type of document do you need?** 1. **Project Contract** - If you're a consultant and the client has approved the alignment document 2. **Service Agreement** - If you're a founder/owner and suppliers have approved the alignment document 3. **Project Signoff Document** - If this is an internal company project and stakeholders have approved - *Note: If you have an existing company signoff document format, you can upload it and I'll adapt it to match your company's format* 4. **Skip** - If you don't need a formal document right now Which applies to your situation? **Remember**: WDS helps with alignment - the alignment document got everyone on the same page, and this signoff document secures the commitment before we start building something that makes the world a better place!" ### 2. Handle Decision Point **If user chooses "Skip"**: - Acknowledge: "No problem! The alignment document is ready to share. You can always generate a signoff document later if needed." - Proceed to Project Brief workflow **If user chooses Project Contract or Service Agreement**: Continue to step-04b-determine-business-model.md (for external contracts) **If user chooses Project Signoff Document**: Route to step-06a-build-internal-signoff.md (for internal signoff) ### 3. Present MENU OPTIONS Display: "**Select an Option:** [C] Continue to step-04b-determine-business-model (or step-06a for internal signoff)" #### Menu Handling Logic: - IF C: Load, read entire file, then execute {nextStepFile} (or step-06a for internal) - IF M: Return to {workflowFile} - IF Any other comments or queries: help user respond then [Redisplay Menu Options] #### EXECUTION RULES: - ALWAYS halt and wait for user input after presenting menu - ONLY proceed to next step when user selects 'C' - User can chat or ask questions - always respond and then redisplay menu options ## CRITICAL STEP COMPLETION NOTE ONLY WHEN the user has selected a document type will you then load and read fully `{nextStepFile}` to execute and begin the next step. --- ## 🚨 SYSTEM SUCCESS/FAILURE METRICS ### ✅ SUCCESS: - All document type options are clearly presented - User's choice is captured and routing is correct - Skip option is respected if chosen ### ❌ SYSTEM FAILURE: - Forcing signoff creation when user wants to skip - Not presenting all options - Routing to wrong path based on document type **Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.